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Version of 14:41, 25 May 2021 by Gelo
Difference between revisions of "Pro Tax"
(Created page with "== Tax == <span style="color: rgb(51, 51, 51)">This maintenance screen allows the user to configure and add tax types to be used on their transactions.</span> ===== Tax Main...") (Tag: Visual edit) |
(Tag: 2017 source edit) |
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| − | == Tax == | + | <div style="text-align: center;"> |
| + | [[Pro Tax|Tax]] | [[Pro Chart of Account|Chart of Account]] | [[Oojeema Pro Tax Job Aids|Tax Job Aids]] | ||
| + | </div> | ||
| + | ==Tax== | ||
<span style="color: rgb(51, 51, 51)">This maintenance screen allows the user to configure and add tax types to be used on their transactions.</span> | <span style="color: rgb(51, 51, 51)">This maintenance screen allows the user to configure and add tax types to be used on their transactions.</span> | ||
| − | ===== Tax Main Menu ===== | + | Notes: |
| + | |||
| + | * Tax Module can be used and reflected on the following Modules: | ||
| + | ** [[Pro Sales|Sales Module]] | ||
| + | ** [[Pro Purchase|Purchase Module]] | ||
| + | ** [[Pro Expense|Expense Module]] | ||
| + | ** [[Pro Chart of Account|Chart of Account]] | ||
| + | ** [[Pro Items|Items]] | ||
| + | |||
| + | =====Tax Main Menu===== | ||
{{DISPLAYTITLE:Tax}} | {{DISPLAYTITLE:Tax}} | ||
[[File:Pro Tax Menu List.png|center|thumb|859x859px|Tax Menu List]] | [[File:Pro Tax Menu List.png|center|thumb|859x859px|Tax Menu List]] | ||
| Line 26: | Line 38: | ||
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |4. Tax Record List | | style="" |4. Tax Record List | ||
| − | | style="" |<span style="color: rgb(34, 34, 34)">List of Records of the Tax based from their Tax Code, Tax Type and Tax Rate</span> | + | | style="" |<span style="color: rgb(34, 34, 34)">List of Records of the Tax based from their Tax Code, Tax Type and Tax Rate</span> |
| style="" |Tax List from Tax Maintenance Module | | style="" |Tax List from Tax Maintenance Module | ||
|} | |} | ||
| − | ===== Tax Add Record ===== | + | =====Tax Add Record===== |
[[File:Pro Tax Add Record.png|center|thumb|862x862px|Tax Add Record]] | [[File:Pro Tax Add Record.png|center|thumb|862x862px|Tax Add Record]] | ||
| − | <br /> | + | Notes: |
| + | |||
| + | * The user must already set up the [[Pro Chart of Account|Chart of Account]] Maintenance Module in order to fill up the Sales and Purchase Account.<br /> | ||
| + | |||
{| class="wikitable" | {| class="wikitable" | ||
|+Tax Add Record List | |+Tax Add Record List | ||
| Line 68: | Line 83: | ||
|} | |} | ||
| − | ===== Tax Option List ===== | + | =====Tax Option List===== |
| − | [[File:Pro Tax Option List.png|center|thumb|133x133px|Tax Option List]] | + | [[File:Pro Tax Option List.png|center|thumb|133x133px|Tax Option List]]Notes: |
| − | ===== Tax View Record ===== | + | * For further instructions on how to Add and Export Taxes, the user may visit the Tax Job Aid which can be found [[Oojeema Pro Tax Job Aids|here]] |
| + | |||
| + | =====Tax View Record===== | ||
[[File:Pro Tax View Record.png|center|thumb|1000x1000px|Tax View Record]] | [[File:Pro Tax View Record.png|center|thumb|1000x1000px|Tax View Record]] | ||
| − | <br /><br /> | + | <br /> |
| + | {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales | ||
| + | | style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]] | ||
| + | |- | ||
| + | |Purchase | ||
| + | |[[Purchase]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Purchase Order|Purchase Order]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Issue Payment|Issue Payment]] | ||
| + | |- | ||
| + | |Expense | ||
| + | |[[Pro Expense|Expense]]<nowiki> | </nowiki>[[Pro Expense Transaction|Expense Transaction]]<nowiki> | </nowiki>[[Pro Issue Payment Expense|Issue Payment Expense]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance Aids | ||
| + | | style="" |[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales Aids | ||
| + | | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]] | ||
| + | |- | ||
| + | |Purchase Aids | ||
| + | |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]] | ||
| + | |- | ||
| + | |Expense Aids | ||
| + | |[[Oojeema Pro Expense Job Aids|Expense Job Aids]] | ||
| + | |}<br /> | ||
Latest revision as of 13:36, 2 August 2021
Tax
This maintenance screen allows the user to configure and add tax types to be used on their transactions.
Notes:
- Tax Module can be used and reflected on the following Modules:
Tax Main Menu
| Field | Description | Expected Output |
|---|---|---|
| 1. Options Menu | List of Options available when checking the Tax | Add Tax - Allows the user to add a Tax Record
Export Tax - Allows the user to export Tax records to a spreadsheet |
| 2. Search Bar | Allows the user to search for an Tax record | Alphanumeric |
| 3. Display | Allows the user to filter the number of records to viewed on one page | 10/15/20/50/100 |
| 4. Tax Record List | List of Records of the Tax based from their Tax Code, Tax Type and Tax Rate | Tax List from Tax Maintenance Module |
Tax Add Record
Notes:
- The user must already set up the Chart of Account Maintenance Module in order to fill up the Sales and Purchase Account.
| Field | Description | Expected Output |
|---|---|---|
| 1.Tax Code | Reference Code for Tax | Alphanumeric |
| 2.Tax Name | Name of Tax | Alphanumeric |
| 3.Tax Description | Description of Tax | Alphanumeric |
| 4.Tax Rate | Rate to be Applied when applying tax | Numeric |
| 5.Tax Type | Nature of Tax | Tax Type Field List |
| 6.Sales Account | Sales Account applied on the Tax | Account List from Chart of Account Maintenance Module |
| 7.Purchase Account | Purchase Account applied on the Tax | Account List from Chart of Account Maintenance Module |
Tax Option List
Notes:
- For further instructions on how to Add and Export Taxes, the user may visit the Tax Job Aid which can be found here
Tax View Record
| Modules | |
|---|---|
| Maintenance | Chart of Account | Items | Tax |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Purchase | Purchase | Purchase Order | Issue Payment |
| Expense | Expense | Expense Transaction | Issue Payment Expense |
| Job Aid Modules | |
| Maintenance Aids | Chart of Accounts Job Aids | Items Job Aids | Tax Job Aids |
| Sales Aids | Sales Job Aids |
| Purchase Aids | Purchase Job Aids |
| Expense Aids | Expense Job Aids |